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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,190 | $115,225+58.1% | $100,712+80.9% | $138,895+31.2% |
| Participation rate | 33.3% | 74.3%-41.0pp | 69.3%-35.9pp | 79.9%-46.6pp |
| Annual return | 15.10% | 40.35%-25.3pp | 33.27%-18.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,000 | $2,771-63.9% | $2,313-56.8% | $4,194-76.2% |
| Participant deferral / active EE | $2,000 | $4,699-57.4% | $4,085-51.0% | $6,396-68.7% |
| Admin fee / account holder | $4,875 | $10,844-55.0% | $9,256-47.3% | $12,562-61.2% |